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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RW
201
REDW Wealth
New Mexico
$4.78M -$20K -1,086 -0.4%
PPA
202
Parametric Portfolio Associates
Washington
$4.76M +$3.97M +215,694 +579%
Northern Trust
203
Northern Trust
Illinois
$4.76M +$24.3K +1,320 +0.5%
Koshinski Asset Management
204
Koshinski Asset Management
Illinois
$4.76M +$19.5K +1,062 +0.4%
RDWM
205
Red Door Wealth Management
Tennessee
$4.74M -$16.7K -906 -0.4%
WOSD
206
WFA of San Diego
California
$4.72M -$93.7K -5,094 -2%
BWL
207
Beacon Wealthcare LLC
North Carolina
$4.71M +$196K +10,668 +4%
DWM
208
Destination Wealth Management
California
$4.69M +$1.93M +104,964 +73%
CSWM
209
Cassady Schiller Wealth Management
Ohio
$4.58M +$4.47M +243,060 New
LIM
210
Leavell Investment Management
Alabama
$4.55M +$47.5K +2,580 +1%
BCM
211
Boltwood Capital Management
California
$4.53M -$242K -13,140 -5%
LJAC
212
L.J. Altfest & Co
New York
$4.52M +$20.1K +1,092 +0.5%
RWM
213
RKL Wealth Management
Pennsylvania
$4.5M +$84.7K +4,602 +2%
VA
214
Valmark Advisers
Ohio
$4.5M +$44.5K +2,418 +1%
SWRP
215
Summit Wealth & Retirement Planning
California
$4.47M +$8.39K +456 +0.2%
PMG
216
ProVise Management Group
Florida
$4.47M -$320K -17,382 -7%
KIA
217
KCM Investment Advisors
California
$4.42M -$1.99K -108 -0%
WBCM
218
Wilson & Boucher Capital Management
California
$4.41M +$4.31M +234,360 New
VCM
219
Vivaldi Capital Management
Illinois
$4.36M -$349K -18,966 -8%
CAM
220
Cresset Asset Management
Illinois
$4.34M +$862K +46,848 +26%
AIM
221
AMI Investment Management
Indiana
$4.23M -$646K -35,106 -14%
RT
222
Rockland Trust
Massachusetts
$4.21M -$599K -32,580 -13%
WCM
223
Wealthcare Capital Management
Virginia
$4.19M -$2.9M -157,662 -41%
ADL
224
Asset Dedication LLC
California
$4.17M -$38.9K -2,112 -0.9%
5L
225
55I LLC
Massachusetts
$4.17M +$24.6K +1,338 +0.6%